Monthly

Argentina towards a soft or a hard landing?

Julio 2011

The headlines are now dominated by political news. The most significant event was Macri’s victory over Filmus, Cristina’s candidate, by a nearly 20 percentage point margin in the first round of the Buenos Aires city election. Despite the importance of this result and the fact that it will be extremely difficult to r...

What are investors asking about Argentina?

Junio 2011

Reflections following a trip to visit investors During a recent trip to visit investors in New York and Boston we received a number of questions about the current situation and the outlook for the Argentine economy.

Are you concerned about Argentina? Three scenarios for the near future

Mayo 2011

The economy on the road to october and afterwards As it has recently become more likely that Cristina will run and that she could be the winner in the October Presidential elections, more and more questions arise about the prospects for economic developments on the road to October and especially about what might...

The economy started 2011 on a high note

Abril 2011

Thanks to the tail winds, to good luck or to the expansionary macroeconomic policies that so far have had limited side effects, the bottom line is that the economy had a strong beginning in 2011. Consumption continues to grow at good rates and consumer confidence is getting back to high levels of 2007, industri...

A Final Balance of 2010 and the Outlook for 2011

Febrero 2011

This is a special year for Argentina, as economic and financial variables are likely to evolve to the tune of political developments, especially as we move closer to the October presidential elections, while there will be new challenges regarding the dynamics of inflation, the exchange and interest rates. The Ar...

Economic policy outlook for 2011: better business climate but no efforts to reduce inflation

Economic policy outlook for 2011: better business climate but no efforts t...

Diciembre 2010

From Penguinomics to Cristinomics: what can change? Economic policies while Nestor Kirchner was alive followed some logic, especially on the fiscal and external fronts, and after many years they had started to be to some extent predictable. Nestor paid attention to the evolution of Government revenues and of in...

Cristina without Nestor: more questions than answers

Diciembre 2010

Can Cristina win the next Presidential election? Nestor’s death has drastically changed the political scenario and has raised many questions about the way in which Cristina is likely to manage the economy. On the political side, what stands out is that the opposition is now confused and has lost the initiative. Mo...

The economic challenges in the new political environment

Noviembre 2010

The sudden death of Nestor Kirchner could be seen as black swan (a low probability event with large effects) creates a new scenario for next year presidential elections and opens difficult questions about whether and how Cristina’s government will tackle the main economic issues during the next twelve months. Th...

A much better year than expected: What about 2011?

Septiembre 2010

In many ways 2010 has been a much better year than had been predicted. Economic growth has exceeded even the most optimistic expectations; the fiscal accounts have improved relative to 2009 and we now anticipate that the Central Government could show a balance budget for the year as a whole, the country has ma...

Where is the money and how long can it last?

Agosto 2010

What’s in the instincts? Confrontation and inflation. The business and political moods have been going up and down much faster than the change of seasons. During our summer the country was in confrontational mode and the theme was the conflict with the Central Bank about the use of international reserves to pay th...

Informes Mensuales

Argentina towards a soft or a hard landing?

Argentina towards a soft or a hard landing?

What are investors asking about Argentina?

What are investors asking about Argentina?

Are you concerned about Argentina? Three scenarios for the near future

Are you concerned about Argentina? Three scenarios for the near future

The economy started 2011 on a high note

The economy started 2011 on a high note

A Final Balance of 2010 and the Outlook for 2011

A Final Balance of 2010 and the Outlook for 2011

Economic policy outlook for 2011: better business climate but no efforts to reduce inflation

Economic policy outlook for 2011: better business climate but no efforts t...

Cristina without Nestor: more questions than answers

Cristina without Nestor: more questions than answers

The economic challenges in the new political environment

The economic challenges in the new political environment

A much better year than expected: What about 2011?

A much better year than expected: What about 2011?

Where is the money and how long can it last?

Where is the money and how long can it last?

Recomendados